Difference between revisions of "Filter Person Based on Customer"

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The contacts available to be selected in the Level 1 Person standard field can be restricted to those belonging to the organisation (and its sub-organisations) selected in the Company Standard Field at Level 1.
The contacts available to be selected in the Level 1 Person standard field can be restricted to those belonging to the organisation (and it's sub-organisations) selected in the Company Standard Field at Level 1.
 
  
 
This is enabled on the UTA Settings page in the Level 1 Settings section:
 
This is enabled on the UTA Settings page in the Level 1 Settings section:

Revision as of 10:36, 1 November 2011


The contacts available to be selected in the Level 1 Person standard field can be restricted to those belonging to the organisation (and its sub-organisations) selected in the Company Standard Field at Level 1.

This is enabled on the UTA Settings page in the Level 1 Settings section:

FPBC.png

See Also